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TVRRX Thornburg American Opportunities R5 Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation by investing in equity and debt securities of all types... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Charles Schwab Corp (The) (NYSE:SCHW).

Industry description

The investment seeks long-term capital appreciation by investing in equity and debt securities of all types. Under normal conditions, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity investments that are tied economically to the United States.

Market Cap

The average market capitalization across the Thornburg American Opportunities R5 MF is 476.65B. The market cap for tickers in the group ranges from 5.46B to 4.51T. AAPL holds the highest valuation in this group at 4.51T. The lowest valued company is CIGI at 5.46B.

Volume

The average weekly volume growth across all stocks in the Thornburg American Opportunities R5 MF was 27%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -48%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 74
P/E Growth Rating: 45
Price Growth Rating: 46
SMR Rating: 55
Profit Risk Rating: 42
Seasonality Score: -43 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Details
Category
Small Blend
Address
Thornburg Investment Trust2300 North Ridgetop RoadSanta Fe
Phone
5059840200
Web
www.thornburg.com
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TVRRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TVRRX has been closely correlated with VEMPX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if TVRRX jumps, then VEMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TVRRX
1D Price
Change %
TVRRX100%
+0.85%
VEMPX - TVRRX
97%
Closely correlated
+0.86%
VIEIX - TVRRX
95%
Closely correlated
+0.86%
VEXMX - TVRRX
95%
Closely correlated
+0.85%
VIMSX - TVRRX
94%
Closely correlated
+0.58%
VMCPX - TVRRX
94%
Closely correlated
+0.57%
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Thornburg American Opportunities R5 (TVRRX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com